Custom cash management strategies will give you more flexibility to help you seize opportunities as they arise. By reviewing your cash flow needs and borrowing requirements as part of an overall financial plan, we'll provide solutions that take into account your current lifestyle and your goals for the future.
IG Private Wealth Management - Cote team, Investors Group Financial Services Inc., Financial Services Firm
Are you wondering how to plan your retirement so that it corresponds to what you want? We can help you.
Creating a legacy for the people, organizations and causes you care about takes proactive planning. We'll help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and brings clarity to those you love.
Transfer of intergenerational wealth
The effective transfer of wealth between you and your children begins with a good discussion. With Canada's largest intergenerational inheritance approaching, it's important to be prepared. We can help guide that conversation and develop a sustainable plan.